Director Field Support

Job Family

Sales Support / Operations

About Us 

 

At Transamerica, hard work, innovative thinking, and personal accountability are qualities we honor and reward. We understand the potential unleashed by leveraging the talents of a diverse workforce. We embrace an environment where employees enjoy a balance between their careers, families, communities, and personal interests.  

 

Ultimately, we appreciate the uniqueness of a company where talented professionals work collaboratively in a positive environment — one focused on helping people look forward and plan for the best life possible while providing tools and solutions that make it easier to get there. 

    

Transamerica is a part of Aegon, an integrated, diversified, international financial services group. The Aegon companies employ over 21,500 people and have approximately 31.7 million customers.* For more information,  visit www.transamerica.com. 

 

Who We Are 

  

Transamerica has been making financial services available to the many, not just the few, for more than 100 years. We’re a leading provider of life insurance, retirement, and investment solutions, serving millions of customers throughout the United States. Transamerica’s dedicated professionals focus on helping people live their best lives through saving, investing, and protecting their loved ones. Transamerica is dedicated to building America’s leading middle market life insurance and retirement company, providing a broad range of quality individual life insurance policies, workplace supplemental insurance benefits, workplace retirement plans, individual retirement accounts, and investment products, including mutual funds, annuities, stable value solutions, as well as investment management services. 

 

What We Do 

 

Transamerica is organized by lines of business (Life Insurance, Annuities, Mutual Funds, Retirement Plans, and Employee Benefits), which are supported by Transamerica Corporate (Corporate Development; Finance; Internal Audit; Legislative, Regulatory & Policy; Office of the CEO; People and Places; Brand; Corporate Affairs; Risk; and Technology). 

Job Description Summary

Oversee Customer Support Center operations and sales support practices within the World Financial Group. Ensures efficiency and quality of services provided to senior field leaders.

Job Description

Responsibilities

• Analyze, plan and implement procedures that enhance field office operations and sales support, including response times for research and resolution of outstanding questions and inquiries from senior field leaders.
• Establish measures to improve field office support productivity, quality and quantity of field responses. 
• Reduce staff unit costs through efficiency measures and programs that improve service support capabilities.
• Develop, research and design processes using technology where applicable, such as tracking resolution metrics.
• Develop strategies to promote and adopt company initiatives through multiple platforms, such as social media, webinars and event speaking engagements.
• Ensure service guidelines are maintained, updated and published regularly.
• Maintain proactive on-going relationships with senior field leaders and other stakeholders to ensure satisfaction with programs and services.
• Oversee staff hiring, training and development.  Measure performance and provide feedback.
• Participate in site-visits and event attendance as needed.

Qualifications

• Bachelor’s degree in a business related field or equivalent experience.
• Ten years of financial services and business operations experience.
• FINRA Series 6 or Life license.
• Written/verbal communication and public speaking skills.
• Leadership and decision-making skills.
• Problem-solving and analytical skills.
• Ability to work under pressure and multi-task.
• Customer focused.

Preferred Qualifications

• LOMA or CEBS courses/designation.
• Industry related project management experience.

Working Conditions

• Remote environment
• Occasional travel.

Compensation 

**Please note that the compensation information that follows is a good faith estimate for this position only and is provided pursuant to applicable pay transparency and compensation posting laws. It is estimated based on what a successful candidate might be paid in certain Company locations.** 

 

The Salary for this position generally ranges between $120-140K. This range is an estimate, based on potential qualifications and operational needs. Salary may vary above and below the stated amounts, as permitted b